■Overview
This is a flow to register a client applied for in Garoon's workflow as an order destination in board.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Companies using Garoon's workflow
・Departments applying for client (order destination) registration in Garoon
・Those aiming to streamline operations after approval
2. Companies using board for ordering operations
・Those managing order destinations and order information in board
・Those who want to reduce the hassle of registering order destinations
■Benefits of using this template
Board is a tool that can register and utilize information such as sales, orders, and invoices for business operations.
However, manually registering approved information each time is inefficient.
By using this template, you can automatically register new order destinations approved in Garoon's workflow into board.
This not only facilitates smooth ordering to new clients but also prevents input errors and registration omissions.
Additionally, by integrating with chat tools like Slack, notifications can be sent after order destination registration.
■Notes
・Please integrate Yoom with both Garoon and board.
・For the method of integrating board's My Apps, please refer to here.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.